BBI babcock & brown infrastructure group

the issue here is survival not value, page-21

  1. 3,887 Posts.
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    Melua,

    just listening to the noise. We will find out, when we find out. Not much we can do now.

    It all really depends if its PE or a soverign wealth type investor. PE will buy on a low multiple, improve it and get out and will not care about other holders. From a PE view BBI is worth more pulled apart and sold off then as a going concern in its own right. Prime example DBCT which is worth multiples of the current market cap.

    Time will tell.

    Cheers
 
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